How to Upload Documents in COUNT

Uploading Documents

Uploading documents in COUNT keeps your financial records in one place and makes it easier for your bookkeeper to access everything they need.

• Go to the left-hand menu and click Documents.
• Click Upload File.

• A pop-up will appear asking you to drag and drop or upload your file.

Advanced Options

When uploading a file, you can add extra details so the document is easier to organize and track:

• Vendor → Select the vendor the document relates to (useful for invoices, receipts, or purchase orders).
• Customer → Choose the customer if the file is linked to a client (for example, customer invoices or contracts).
• Person → Assign the document to a specific team member or employee.
• Project → Tag the file under a project to keep related documents grouped together.

These fields are optional, but using them makes it much easier to find and filter documents later.

Types of Documents You Can Upload

Clients usually upload the following types of documents:

• Bank Statements → Business owners often upload their monthly bank statements so bookkeepers can use them for bank reconciliation at the end of the month.

• Invoices → Vendors or clients upload invoices to keep records up to date and assist with accounts payable and receivable.

• Spreadsheets or Reports → For example, account lists or financial summaries that need to be shared with accountants.

• Other Supporting Files → Any document that supports bookkeeping, payroll, or accounting tasks.

Why Upload Documents in COUNT?

• Keeps all financial records centralized and easy to access.

• Speeds up reconciliation and reporting for bookkeepers and accountants.

• Simplifies collaboration—clients, vendors, and accountants can all upload their own files.

• Supports smooth month-end and year-end closing.

FAQs

What file formats are supported?

You can upload PDFs, Excel files, Word documents, images (JPG/PNG), and more.

Is there a file size limit?

Yes. Files up to (check with Iqran Arshad) can be uploaded.

Can I delete or replace a file?

Yes. Go to the file in the Documents section, and there will be options such as edit, download or delete documents.

Updated on: 07/10/2025